I could be wrong.... but: Earnings breakout?

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Intel has certainly tested the patience of investors lately. That said, it’s in these moments — when sentiment turns and many walk away — that opportunity quietly builds. I’m maintaining my position, currently averaging around $24 per share alongside a sizable options exposure.

What makes this cycle feel different? It reminds me of Intel’s rally under Pat Gelsinger when the stock surged to $50, but this time the momentum seems more organic, driven by operational improvements and emerging tailwinds rather than speculative hype.

We’ll see how it plays out, but I’ve been meaning to put this out there: I’m still here, still holding, and watching this story unfold. Let’s go.

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